Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
BETH ISRAEL DEACONESS MEDICAL CENTER
 
Employer identification number

04-2103881
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) DONOR #15
  		SUBSTANTIAL CONTRIBUTOR 217,390 ELECTRONIC DEVICES   No
(2) DONOR #75
  		SUBSTANTIAL CONTRIBUTOR 6,753,267 CONSTRUCTION   No
(3) DONOR #174
  		SUBSTANTIAL CONTRIBUTOR 170,436 HEALTH ADMIN FEES   No
(4) DONOR #298
  		SUBSTANTIAL CONTRIBUTOR 428,781 SUB-AWARDS AND MISC. PAYMENTS   No
(5) DONOR #381
  		SUBSTANTIAL CONTRIBUTOR 409,676 MEDICAL SUPPLIES/PROTECTIVE WEAR   No
(6) DONOR #394
  		SUBSTANTIAL CONTRIBUTOR 225,744 CONSULTING   No
(7) GEOFF S REHNERT
  		BUSINESS RELATIONSHIP 225,744 HEALTHCARE   No
(8) RICHARD M SCHWARTZSTEIN
  		FAMILY RELATIONSHIP 44,245 COMPENSATION   No
(9) RICHARD M SCHWARTZSTEIN
  		FAMILY RELATIONSHIP 86,473 COMPENSATION   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV, COLUMN D GEOFF S. REHNERT SERVED ON THE BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) BOARD OF DIRECTORS FOR THE PERIOD COVERED BY THIS FILING. MR. REHNERT IS AN OWNER AND CO-CHIEF EXECUTIVE OFFICER OF THE CHARTIS GROUP (TCG). DURING THE PERIOD COVERED BY THIS FILING, BIDMC PAID TCG IN THE AMOUNT OF $225,744 FOR THE PROVISION OF HEALTHCARE CONSULTING SERVICES TO BIDMC. EXPENSES PAID FOR THE PROVISION OF SERVICES REFLECT FAIR MARKET VALUE.DR. RICHARD M. SCHWARTZSTEIN, THE VICE PRESIDENT OF EDUCATION AT BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), IS THE SPOUSE OF SARAH M. SCHWARTZSTEIN WHO IS A PER DIEM NURSE IN THE EMERGENCY DEPARTMENT AT BIDMC. HER SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2019 INCLUDE:BASE COMPENSATION: $44,245INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $0DEFERRED COMPENSATION: $0NON-TAXABLE BENEFITS: $0DR. SCHWARTZSTEIN IS ALSO THE FATHER OF HANNAH E. SCHWARTZSTEIN, WHO IS A TRAUMA SICU NURSE AT BIDMC. HER SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2019 INCLUDE: BASE COMPENSATION: $78,028INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $22DEFERRED COMPENSATION: $0NON-TAXABLE BENEFITS: $8,423VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF BIDMC MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO BIDMC. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. BIDMC MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, BIDMC MAY REIMBURSE ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH ARE PROPERLY ORDINARY AND NECESSARY BUSINESS EXPENSES OF THE REPORTING ENTITY. THE POLICIES AND PROCEDURES REQUIRED BY THE ACCOUNTABLE BUSINESS PLAN MUST BE FOLLOWED IN ORDER TO RECEIVE REIMBURSEMENT FOR SUCH EXPENSES AND IT IS POSSIBLE THAT ONE OR MORE INDIVIDUALS RECEIVED NON-TAXABLE REIMBURSEMENTS WHICH TOTALED $10,000 OR MORE DURING THE FISCAL PERIOD COVERED BY THIS FILING. ALL OF THE ABOVE TRANSACTIONS WERE NEGOTIATED AT ARMS-LENGTH AND IN ACCORDANCE WITH THE BIDMC CONFLICT OF INTEREST POLICIES.
Schedule L (Form 990 or 990-EZ) 2019


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